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S&P Global

1,927 hedge funds and large institutions have $140B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 708 increasing their positions, 750 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 82

15% more capital invested

Capital invested by funds: $121B → $140B (+$18.6B)

6% more funds holding in top 10

Funds holding in top 10: 6367 (+4)

5% more funds holding

Funds holding: 1,8341,927 (+93)

10% more call options, than puts

Call options by funds: $847M | Put options by funds: $773M

0.21% less ownership

Funds ownership: 86.91%86.69% (-0.21%)

6% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 750

Holders
1,927
Holders Change
+93
Holders Change %
+5.07%
% of All Funds
27.67%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.96%
New
195
Increased
708
Reduced
750
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1776
Catalyst Capital Advisors
New York
$73.4K +$70.3K +142 New
CFD
1777
Creative Financial Designs
Indiana
$72.8K +$68.3K +138 +4,600%
SOW
1778
State of Wyoming
Wyoming
$69.2K -$41.1K -83 -38%
MA
1779
MCF Advisors
Kentucky
$68.2K -$5.44K -11 -8%
GEA
1780
Glen Eagle Advisors
New Jersey
$66.6K
DIP
1781
DT Investment Partners
Pennsylvania
$66.6K +$10.9K +22 +21%
AIC
1782
Archer Investment Corporation
Indiana
$65.8K +$10.9K +22 +21%
DI
1783
DAGCO Inc
Ohio
$64.6K -$37.1K -75 -38%
CCM
1784
Chilton Capital Management
Texas
$62.5K -$9.9K -20 -14%
MHR
1785
Matthew Hamilton Rosenberg
$62K
CT
1786
Clearstead Trust
Maine
$61K
GCGDR
1787
Geo Capital Gestora de Recursos
Brazil
$60K -$8.91K -18 -13%
GIS
1788
Grayhawk Investment Strategies
Alberta, Canada
$58.9K
AAG
1789
Armstrong Advisory Group
Massachusetts
$57.9K
RTC
1790
Riverview Trust Company
Washington
$57.3K +$2.97K +6 +6%
AF
1791
Arrow Financial
New York
$56.8K
RCM
1792
Raleigh Capital Management
North Carolina
$56.3K +$6.93K +14 +15%
QL
1793
Quarry LP
New York
$54.8K +$52.5K +106 New
FWM
1794
FSA Wealth Management
Massachusetts
$54.2K +$52K +105 New
NMG
1795
New Millennium Group
Utah
$53.7K
CB
1796
Centennial Bank
Arkansas
$51.7K
GWMI
1797
Guardian Wealth Management (Illinois)
Illinois
$51.7K
KSWA
1798
Kathleen S. Wright Associates
Pennsylvania
$51.5K +$9.9K +20 +25%
ME
1799
McIlrath & Eck
Washington
$50.1K -$12.9K -26 -21%
GWSG
1800
GPS Wealth Strategies Group
Colorado
$49.6K +$495 +1 +1%

SPGI Hedge Fund Activity: Q3 2024 in Review

1,927 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2024, worth a combined $140B — up 15% from $121B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new SPGI positions and 82 closed out — a net gain of 113 holders — while 708 added to existing stakes and 750 trimmed.

The largest buyer was Citigroup, adding an estimated $588M. The largest seller was Citadel Advisors, cutting an estimated $419M.

  • 1,927 institutional investors held S&P Global (SPGI) as of Q3 2024, up from 1,834 in Q2 2024.
  • Funds reported $140B of S&P Global stock for Q3 2024, up 15% quarter-over-quarter.
  • 195 funds opened new S&P Global positions in Q3 2024 and 82 closed out, a net change of +113 holders.
  • The largest S&P Global buyer in Q3 2024 was Citigroup, an estimated $588M added.
  • The largest S&P Global seller in Q3 2024 was Citadel Advisors, an estimated $419M sold.

Based on aggregated 13F filings for Q3 2024.